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BCN Annual Reports

BCN Advantage – 2025 Annual Report

Download Full Report This article was authored by:  Jeff Bratzler For 2025, the S&P 500 rose +16.4% to 6,845, the Nasdaq +20.4% to 23,242, and the Dow +13.0% to 48,063. The S&P 500 posted its third consecutive year of double-digit gains – a feat not seen since the late 1990s – though 2025 marked a […]

BCN Advantage – 2024 Annual Report

Download Full Report For 2024, the S&P 500 rose +23.3% to 5,882, the Nasdaq +28.6% to 19,311, and the Dow +12.9% to 42,544. The IBD Mutual Fund Index gained +8.78%. 2024 marked the second consecutive year the S&P 500 rose more than +20%, a feat not seen since 1997-1998. In September, the Fed slashed rates […]

BCN Advantage – 2023 Annual Report

Download Full Report For 2023, the S&P 500 rose +24.2% to 4,770, the Nasdaq +43.4% to 15,011, and the Dow +13.7% to 37,690. The IBD Mutual Fund Index gained +18.21%. A strong year – but far less impressive once the 2022 decline is factored in: The S&P 500 began 2022 at 4,766 – leaving the […]

BCN Advantage – 2022 Annual Report

Download Full Report For 2022, the S&P 500 fell -19.4% to 3,840, the Nasdaq -33.1% to 10,467, and the Dow -8.8% to 33,147. The IBD Mutual Fund Index declined -35%. The Fed initially regarded pricing pressures as “transitory,” resulting in a slow-footed response that included not only keeping interest rates near zero but maintaining asset […]

BCN Advantage – 2021 Annual Report

Download Full Report For 2021, the S&P 500 gained +26.9% to 4,766, the Nasdaq +21.4% to 15,645, and the Dow +18.7% to 36,338. Marking an important divergence: the IBD Mutual Fund Index lagged +13.5% for the year. January 2022 saw the S&P 500 fall more than 5%, its worst start since 2009. The Dow declined […]

BCN Financial INC

Phone: 510-769-1088
Fax: 510-769-8980
Email: [email protected]

Business Address
3215 Encinal Ave, Suite L
Alameda CA 94501

Mailing Address
909 Marina Village Pkwy
Alameda, CA, 94501
PMB 245

LPL Financial, LLC

Phone: 1 (800) 558-7567
Fax: 1 (858) 202-8500
Email:
[email protected]

Business Address
4707 Executive Drive
San Diego, CA 92121

Mailing Address
1055 LPL Way
Fort Mill, SC 29716
Attn: Trade Direct

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